Category Archives: Estate Planning
Estate Planning, Healthcare Proxies, & HIPAA: Understanding Your Privacy Rights
The American Rescue Plan Act recently passed, and it expands eligibility for many citizens to obtain tax credit premiums for the cost of health insurance. It also expands funding for the Older Americans Act (OAA) in addition to Medicaid Home Health Services. But many consumers have questions about privacy rights and healthcare organizations, given… Read More »
Grounds For Contesting A Decedent’s Will In Florida
You were made the executor of your mother’s estate. You are one of seven children, but maintained a close relationship with your mother throughout her life and cared for as aged. Now that she has passed your attorney has notified you of your duties as executor and read the will to you and your… Read More »
Appealing a Probate Order in Florida
You’ve just learned that the probate court has ruled on your father’s estate. There was no will, but you presented evidence to demonstrate your father’s intentions and wishes to leave a majority of his assets to you. Despite your best efforts, the court has ruled that you are to receive far less than what… Read More »
What is a Lifetime Bypass Trust?
You worked diligently to save a nest egg for retirement and set aside assets for your children and grandchildren. You have a will and an advance directive drafted. You are finished with estate planning days are over, right? Actually, if you own substantial assets you intend for beneficiaries to inherit, it might be wise… Read More »
It’s Crucial to Prepare a Durable Power of Attorney & Healthcare Proxy
Many people mistakenly assume that if they have completed a will and have an active life insurance policy, that their estate planning worries are over. While it is prudent to make important decisions regarding allocation of personal property and inheritance, it is equally important to prepare for declining health or a medical emergency. Doing… Read More »
Is a Stand-Alone Educational Trust Right for Your Beneficiaries?
Are you in the midst of estate planning for your loved one and are concerned about their educational futures? A 529 Plan sounds attractive, but doesn’t it mean your child or grandchild can only attend specific schools in Florida? How much will college cost in ten or fifteen years? While a 529 plan is… Read More »
What is a Dynasty Trust?
If you conducted a survey amongst your friends and colleagues, you might be surprised to learn that many of them have not spent much time contemplating their long-term planning needs. Many people die without leaving a will or advanced directive, let alone a trust. Still, probate can be a major hassle for loved ones… Read More »
Just How Strictly Must You Comply with Will Formalities?
Creating a will might sound like something you can do easily on your own. After all, there are countless computer programs and websites that exist to help people make their own will without an attorney’s help. However, Florida’s laws regarding the proper creation and execution of a will are unforgiving. There are certain “formalities”… Read More »
Signs Your Trustee Has Breached Fiduciary Duties
Trustees are invested with considerable power when administering a trust. As a beneficiary, you might have concerns about how the trustee is handling trust assets, including whether the trustee is taking unfair advantage of you. At Millhorn Law, our trust administration attorneys in The Villages understand the law of fiduciary duties quite well. We… Read More »
How Can You Revoke a Will in Florida?
Life rarely stands still, and many people realize at some point that their current last will and testament does not work for them. For this reason, they want to revoke it. Under Florida law, you can revoke a will using different techniques. However, once you revoke a will, you need to carefully consider what… Read More »
